Kirsy Gomez Lopez
Citizens Bank
Woodbridge,NJ
2
Languages
1
Certification
3
years of professional experience
Senior Relationship Banker experienced in enhancing client satisfaction and driving business growth through personalized financial solutions. Delivered value through effective communication and analytical skills while fostering strong client relationships. Committed to continuous learning and applying foundational understanding of financial management within a banking environment.
Work History
Senior Relationship Banker
3 Years- Educated customers on banking products, services, and digital tools to improve user experience.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Cultivated strong customer relationships by providing tailored advice and services.
- Opened and serviced consumer and business deposit accounts, including checking, savings, CDs, IRAs, and business accounts.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in the database.
- Increased efficiency in handling client transactions, ensuring accuracy and timeliness.
- Enhanced client trust and loyalty by providing personalized financial advice and solutions.
- Discussed financial options with clients and provided informed suggestions.
- Partnered with mortgage loan officers, financial advisor, and business banking specialist to provide holistic financial solution.
- Met and exceeded sales and service goals through proactive outreach, referrals and customer relationship management.
Education
Associate of Science - Human Resources Management
Skills
Cash management
Loans
Cash handling
Money handling
Team leadership
Teller support
Policy development
Regulatory compliance
Customer service
Relationship management
Cross-selling techniques
Fraud prevention
Teamwork and collaboration
Problem-solving
Problem-solving
Problem-solving abilities
Multitasking
Computer skills
Employee motivation
Security
Communication skills
Accomplishments
Received recognition from a Business Relationship Banker for outstanding collaboration, client relationship management, and bilingual communication. Identified and referred a qualified prospect, provided real-time Spanish-English interpretation, and helped deliver an exceptional client experience while supporting business growth and cross-functional partnership.
Certification
- NMLS Registered (Mortgage Loan Originator)
- Certified Notary Public
- Certified Bilingual
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Senior Relationship Banker
Citizens Bank
08.2023 - CurrentRead More
UNIVERSIDAD DEL CARIBE
Associate of Science from Human Resources Management
Read More